#nvidia

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#gpus
fromFortune
5 days ago
Tech industry

Nvidia faces down bubble talk with 65% profit leap and 62% jump in revenue | Fortune

fromWIRED
5 days ago
Artificial intelligence

Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical

fromFortune
5 days ago
Tech industry

Nvidia faces down bubble talk with 65% profit leap and 62% jump in revenue | Fortune

fromWIRED
5 days ago
Artificial intelligence

Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical

Artificial intelligence
fromwww.mercurynews.com
1 hour ago

Alphabet AI chips, Gemini model position it to rival Nvidia

Alphabet's shares surged on strong reception for Gemini and rising demand for TPUs, narrowing the market-cap gap with Nvidia and challenging Nvidia's chip dominance.
#michael-burry
fromFortune
3 hours ago

Nvidia's CEO says it's 'insane' to not use AI for every task possible: 'I promise you, you will have work to do' | Fortune

Speaking at an all-hands meeting last Thursday, the day after the chipmaker reported another quarter of record results, Huang reacted sharply to reports that some managers inside the company were urging teams to dial back their AI use. Business Insider listened to the meeting. "My understanding is Nvidia has some managers who are telling their people to use less AI," Huang said. "Are you insane?"
Artificial intelligence
#ai-chips
fromFortune
5 days ago
Artificial intelligence

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies | Fortune

fromFortune
5 days ago
Artificial intelligence

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies | Fortune

from24/7 Wall St.
4 hours ago

Stock Market Live November 25: S&P 500 (VOO) Flat As Investors Mull Inflation Data

This morning, the U.S. Department of Commerce announced September retail sales data, which showed sales began slowing even before the government shutdown through the economy for a loop. Sales increased 0.2% in September nationwide, slower than August's 0.6% gain. Worse, essentially all the increase in September "sales" came in the form of price hikes on products. Prices rose 0.3% in the month, and if you back out that increase, shopping-sales actually declined 0.1%.
Business
Venture
fromBig Think
4 hours ago

How the best CEOs turn setbacks into superpowers

Leaders convert setbacks into learning-driven advantages, using failures to iterate faster, innovate, and build long-term success.
#ai
from24/7 Wall St.
1 day ago
Tech industry

The AI Trade is Bouncing Back, Thanks to Nvidia and Renwed Rate Cut Hopes. This Tech Stock Might Be Worth Buying

from24/7 Wall St.
1 day ago
Tech industry

The AI Trade is Bouncing Back, Thanks to Nvidia and Renwed Rate Cut Hopes. This Tech Stock Might Be Worth Buying

Tech industry
fromTechzine Global
7 hours ago

Meta finds Google as Nvidia alternative, but patience is required

Meta is negotiating to use Google's TPUs from 2027, with possible Google Cloud leases in 2026, creating a major alternative to Nvidia for AI hardware.
Tech industry
fromThe Verge
21 hours ago

Nvidia's 'I'm Not Enron' memo has people asking a lot of questions already answered by that memo

Nvidia denied a viral, baseless accounting-fraud claim, clarified stock-based compensation accounting, and refuted mistakes in Michael Burry's analysis.
Business
from24/7 Wall St.
1 day ago

Wall Street Just Upgraded NVDA, AMZN, and MP Again

Nvidia shows strong data-center-driven growth and beat expectations; Amazon is well-positioned for holiday sales; MP Materials upgraded amid rare-earth supply constraints.
#ai-bubble
fromFortune
1 day ago
Tech industry

'The Big Short' investor Michael Burry on AI bubble: 'There is a Cisco at the center of it all...Its name is Nvidia' | Fortune

fromFortune
3 days ago
Artificial intelligence

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune

fromFast Company
4 days ago
Business

Stock market today: AI bubble fears, rate cut probability whipsaw 'Mag 7' tech giants. Here's the latest

fromFortune
4 days ago
Business

Global stocks in meltdown as Wall Street bails out of crypto and AI: 'The bubbly is on ice' | Fortune

World news
fromwww.theguardian.com
4 days ago

AI bubble fears return as Wall Street falls back from short-lived rally

AI-driven chip demand boosts valuations but heavy spending by AI users and market volatility fuel fears of a speculative bubble.
Artificial intelligence
fromFuturism
1 week ago

The Whole Financial World Is Terrified of Nvidia's Earnings Call

Nvidia's earnings and dominance create systemic market risk: AI valuations and massive data-center investments could amplify a tech-driven market downturn.
fromFortune
1 day ago
Tech industry

'The Big Short' investor Michael Burry on AI bubble: 'There is a Cisco at the center of it all...Its name is Nvidia' | Fortune

fromFortune
3 days ago
Artificial intelligence

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune

fromFast Company
4 days ago
Business

Stock market today: AI bubble fears, rate cut probability whipsaw 'Mag 7' tech giants. Here's the latest

fromFortune
4 days ago
Business

Global stocks in meltdown as Wall Street bails out of crypto and AI: 'The bubbly is on ice' | Fortune

#earnings
#artificial-intelligence
fromFortune
6 days ago
Business

All eyes on Wall Street turn to Nvidia with AI superstar finally due to report earnings | Fortune

fromFortune
6 days ago
Business

All eyes on Wall Street turn to Nvidia with AI superstar finally due to report earnings | Fortune

US news
fromwww.npr.org
2 days ago

Here's why concerns about an AI bubble are bigger than ever

AI investment has surged, industry leaders deny a bubble, but critics warn massive speculative capital and uncertain technology improvements risk an overhyped investment frenzy.
#stock-market
fromFortune
3 days ago
US news

Wall Street eyes a possible culprit in this week's head-spinning stock market reversal: Bitcoin | Fortune

fromFortune
4 days ago
Artificial intelligence

Nvidia turns negative after Ray Dalio warns the latest market boom is a 'big bubble with big wealth gaps' poised for a politically explosive bust | Fortune

fromFortune
6 days ago
US news

U.S. stocks follow Asia, Europe down on fear that Nvidia, other superstars are overvalued | Fortune

fromFortune
3 days ago
US news

Wall Street eyes a possible culprit in this week's head-spinning stock market reversal: Bitcoin | Fortune

fromFortune
4 days ago
Artificial intelligence

Nvidia turns negative after Ray Dalio warns the latest market boom is a 'big bubble with big wealth gaps' poised for a politically explosive bust | Fortune

fromFortune
6 days ago
US news

U.S. stocks follow Asia, Europe down on fear that Nvidia, other superstars are overvalued | Fortune

Artificial intelligence
fromTheregister
3 days ago

Copackaged optics have officially found their killer app

Co-packaged optical (CPO) switching is being adopted to cut power and enable extremely high-speed GPU network ports, solving AI datacenter scaling and cabling limits.
#market-volatility
fromFortune
4 days ago
Business

Why Nvidia stock is being punished after a blockbuster earnings report | Fortune

from24/7 Wall St.
4 days ago
Business

Here Are Friday's Top Wall Street Analysts Research Calls: Advanced Micro Devices, Block, Broadcom, Exact Sciences, Hologic, Palo Alto Networks and More

fromFortune
4 days ago
Business

Why Nvidia stock is being punished after a blockbuster earnings report | Fortune

from24/7 Wall St.
4 days ago
Business

Here Are Friday's Top Wall Street Analysts Research Calls: Advanced Micro Devices, Block, Broadcom, Exact Sciences, Hologic, Palo Alto Networks and More

Artificial intelligence
from24/7 Wall St.
4 days ago

Did Jensen Huang Just Put to Rest the "AI Bubble" Fears?

Nvidia's strong quarter triggered volatile stock moves, underscoring AI valuation concerns and implying the market may undergo a normal correction rather than a bubble collapse.
Business
from24/7 Wall St.
4 days ago

Wall Street is Pounding the Table Over NVDA, CVNA, DOCS

Major indices rose as the Federal Reserve signaled a potential December rate cut, boosting AI stocks and prompting analyst upgrades to NVIDIA, Carvana, and Doximity.
Artificial intelligence
from24/7 Wall St.
4 days ago

Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Nov 21)

Nvidia dominates AI accelerators, drives massive data-center revenue growth, but faces China access, margin, and sustainability challenges despite a market-cap rebound.
Artificial intelligence
fromTechzine Global
4 days ago

AI suppliers take a hit on the stock market after Nvidia plunge

Nvidia-driven AI exuberance triggered a sharp semiconductor sell-off as cooling investor sentiment and financial-market risks hit Nvidia-linked companies.
Law
fromWIRED
4 days ago

Four Indicted In Alleged Conspiracy To Smuggle Supercomputers and Nvidia Chips to China

Four defendants face charges for allegedly violating export control laws by exporting Nvidia chips, potentially facing up to 20 years in prison.
Artificial intelligence
fromThe Verge
4 days ago

Feds charge four with illegally smuggling Nvidia AI chips to China

Four people, including an Alabama AI infrastructure CEO, are charged with illegally smuggling Nvidia GPUs and HP supercomputers from the US to China.
Artificial intelligence
fromFortune
4 days ago

The 'loopification' of AI is making me dizzy | Fortune

AI companies are forming closed-loop partnerships where firms simultaneously act as partners, vendors, and customers, creating interdependent commercial ecosystems to secure GPU demand.
US news
fromwww.mercurynews.com
5 days ago

US stocks rally as Nvidia earnings ease AI bubble worries

Nvidia's strong earnings and a solid jobs report drove broad US stock gains, easing AI-bubble fears and lifting megacap and semiconductor stocks.
fromTheregister
5 days ago

Nvidia hotfix tackles Windows 11 gaming slowdown

GPU giant Nvidia acknowledged that the update caused dips in gaming performance for some and has pushed out a hotfix based on version 581.80 of its Game Ready Driver. First spotted by Windows Latest, the hotfix is a quick and dirty (or, in official parlance, "run through a much abbreviated QA process") patch to address some specific issues. In this case, the Windows 11 October update is slowing down games.
Gadgets
#ai-hardware
fromBusiness Insider
1 week ago
Artificial intelligence

Wall Street analysts are still bullish on Nvidia heading into Q3 earnings, even as investors turn skittish

fromBusiness Insider
1 week ago
Artificial intelligence

Wall Street analysts are still bullish on Nvidia heading into Q3 earnings, even as investors turn skittish

Business
from24/7 Wall St.
5 days ago

Stock Market Live November 20: S&P 500 (VOO) Surges on Strong Jobs, Nvidia Reports

Strong earnings, upbeat Nvidia guidance, and a stronger-than-expected jobs report propelled U.S. stocks higher in premarket trading.
Artificial intelligence
fromFast Company
5 days ago

Nvidia's rising stock price takes fellow chip giants along for ride as renewed AI enthusiasm fuels fresh rally

Nvidia beat Q3 expectations with $57.01 billion revenue and $1.30 adjusted EPS, raised Q4 guidance to about $65 billion, and shares jumped in premarket trading.
Business
from24/7 Wall St.
5 days ago

Here Are Thursday's Top Wall Street Analyst Research Calls: AON, Apollo Global, Bullish, Jack Henry, Marsh & McClennan, Nasdaq, NVIDIA, and More

NVIDIA’s better-than-expected quarter and guidance drove futures and equity gains while bond yields rose modestly and oil benchmarks declined.
Silicon Valley
fromTechzine Global
5 days ago

Earnings: Nvidia fuels AI hype, Lenovo rises, Palo Alto signs deal

Nvidia's record revenue and Blackwell GPU sales far exceeded expectations, boosting market value, while Lenovo's ISG shows modest profit and rapid liquid-cooled AI server growth.
Artificial intelligence
fromBusiness Insider
5 days ago

Wall Street says Nvidia's blockbuster earnings prove the AI boom is nowhere near its peak

Nvidia's record revenue, data-center strength, and bullish guidance indicate accelerating AI demand and continued expansion of AI infrastructure investment.
Startup companies
fromFortune
5 days ago

Why Nvidia CEO Jensen Huang namechecked this Saudi AI startup three times in his earnings call | Fortune

Saudi-backed startup Humain aims to become a major global AI data center provider, securing large Nvidia and Amazon chip deals and partnerships with xAI.
#ai-infrastructure
fromFortune
5 days ago
Artificial intelligence

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune

fromFortune
5 days ago
Artificial intelligence

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune

from24/7 Wall St.
6 days ago

A Highly Correlated Earnings Day

With Nvidia (NASDAQ: NVDA) earnings on the horizon at 4pm EST today, it seems that nearly all markets are desperately waiting for the behemoth to let us all know how they did, and what they think the future will hold. Without any major macro events for quite some time, BTC's near term price action will be foreshadowed by the Q3 earnings call, as BTC has had quite a significant correlation to NVDA in the past few years.
Cryptocurrency
Tech industry
from24/7 Wall St.
6 days ago

3 Best Performing AI Stocks In the Nasdaq Composite

Nvidia, Palantir, and Broadcom lead Nasdaq AI gains as surging demand for GPUs and AI data-center services drives revenue, margins, and stock performance.
Business
from24/7 Wall St.
6 days ago

Wall Street Loves Nvidia Heading into Earnings

Analysts repeatedly upgraded and raised price targets on Nvidia ahead of earnings, citing strong AI infrastructure demand and large order books driving elevated sales expectations.
US news
from24/7 Wall St.
6 days ago

Stock Market Live November 19: S&P 500 (VOO) Opens Higher as Investors Await Nvidia Earnings

S&P 500 snapped a four-day losing streak as VOO rose 0.2%, Nvidia gained 2% amid bullish options and AI sentiment, while earnings from Lowe's and Williams-Sonoma influenced stocks.
Software development
fromZDNET
6 days ago

Linus Torvalds is surprisingly optimistic about vibe coding - except for this one 'horrible' use

Rust is becoming a mainstream part of the Linux kernel; AI can engage new developers and has spurred Nvidia's significant Linux-kernel contributions.
#anthropic
fromThe Verge
1 week ago
Artificial intelligence

Microsoft's new Anthropic partnership brings Claude AI models to Azure

fromThe Verge
1 week ago
Artificial intelligence

Microsoft's new Anthropic partnership brings Claude AI models to Azure

Artificial intelligence
fromFast Company
6 days ago

Microsoft partners with Anthropic and Nvidia on cloud infrastructure deal, shifting further away from OpenAI

Microsoft, Anthropic and Nvidia formed a major Azure cloud partnership: Anthropic committed $30 billion, Nvidia up to $10 billion, Microsoft up to $5 billion.
Business
from24/7 Wall St.
6 days ago

Nokia Runs 50%, Pays a Dividend, and Investors Still Love The Stock

Nvidia's $1B equity purchase and collaboration propelled Nokia into an AI/6G growth thesis while shares, dividends, and social sentiment remain strong.
fromwww.mercurynews.com
1 week ago

Microsoft partners with Anthropic and Nvidia in cloud infrastructure deal

This is all about deepening our commitment to bringing the best infrastructure, model choice and applications to our customers, Nadella said on a video call with the other two executives, adding that it builds on the critical partnership Microsoft still has with OpenAI.
Artificial intelligence
US news
fromFast Company
1 week ago

Stock market slips again as Nvidia, bitcoin, and other stars keep falling

U.S. stocks fell as Nvidia, bitcoin and other high-fliers declined amid concerns of overheating AI-driven valuations and weaker corporate profits.
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